PVIVX vs. XSMO
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and Invesco S&P SmallCap Momentum ETF (XSMO).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. XSMO is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PVIVX or XSMO.
Correlation
The correlation between PVIVX and XSMO is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PVIVX vs. XSMO - Performance Comparison
Key characteristics
PVIVX:
-0.43
XSMO:
0.23
PVIVX:
-0.42
XSMO:
0.52
PVIVX:
0.95
XSMO:
1.07
PVIVX:
-0.37
XSMO:
0.24
PVIVX:
-1.09
XSMO:
0.71
PVIVX:
11.26%
XSMO:
8.29%
PVIVX:
28.90%
XSMO:
25.26%
PVIVX:
-54.12%
XSMO:
-58.07%
PVIVX:
-26.80%
XSMO:
-16.33%
Returns By Period
In the year-to-date period, PVIVX achieves a -17.53% return, which is significantly lower than XSMO's -6.94% return. Over the past 10 years, PVIVX has underperformed XSMO with an annualized return of 4.60%, while XSMO has yielded a comparatively higher 9.90% annualized return.
PVIVX
-17.53%
-6.32%
-21.35%
-13.38%
12.63%
4.60%
XSMO
-6.94%
-1.38%
-6.13%
5.64%
15.23%
9.90%
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PVIVX vs. XSMO - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than XSMO's 0.39% expense ratio.
Risk-Adjusted Performance
PVIVX vs. XSMO — Risk-Adjusted Performance Rank
PVIVX
XSMO
PVIVX vs. XSMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and Invesco S&P SmallCap Momentum ETF (XSMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PVIVX vs. XSMO - Dividend Comparison
PVIVX has not paid dividends to shareholders, while XSMO's dividend yield for the trailing twelve months is around 0.90%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSMO Invesco S&P SmallCap Momentum ETF | 0.90% | 0.63% | 0.96% | 1.19% | 0.30% | 0.82% | 0.69% | 0.66% | 0.27% | 0.30% | 0.35% | 1.31% |
Drawdowns
PVIVX vs. XSMO - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -54.12%, smaller than the maximum XSMO drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for PVIVX and XSMO. For additional features, visit the drawdowns tool.
Volatility
PVIVX vs. XSMO - Volatility Comparison
Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 16.49% compared to Invesco S&P SmallCap Momentum ETF (XSMO) at 14.45%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than XSMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.